See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $634,116 | $88,710+614.8% | $81,783+675.4% | $145,959+334.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.88% | 1027.26%-1014.4pp | 775.05%-762.2pp | 561.95%-549.1pp |
| Employer contribution / active EE | $24,121 | $3,083+682.3% | $2,913+728.2% | $4,661+417.5% |
| Participant deferral / active EE | $13,165 | $4,645+183.4% | $4,320+204.7% | $6,689+96.8% |
| Admin fee / account holder | $48,089 | $8,407+472.0% | $7,380+551.6% | $13,398+258.9% |